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Wednesday, January 25
 

8:00am

CRM Deep Dive: Workflows, Business Rules, Security Training, and Troubleshooting (Additional payment & registration required)
Limited Capacity filling up

Get the most out of your CRM solution! From email notifications to validations, you'll learn how to automate common manual tasks using workflows, business rules and troubleshooting. We'll also teach you about CRM's security model and applications to real life scenarios.

Please note that this session is a Pre-conference Paid Training session. Only those that have purchased this training are able to attend. 

Speakers
avatar for Irina Kon

Irina Kon

Solution Architect, Altus Dynamics
avatar for Ulrike Kruger

Ulrike Kruger

Senior Application Consultant, Altus Dynamics


Wednesday January 25, 2017 8:00am - 1:00pm
Wellington Ballroom B Thompson Hotel - Lower Level

8:00am

Jet Reports Level I (Additional payment & registration required)
Limited Capacity filling up

Are you tired of searching for data? In this training session we will teach how to start creating reports based on topic without having to know where the data is located using Jet Reports. We will also show attendees how to use Jet Reports to visualize data in colourful charts and graphs, perform ad hoc analyses on large volumes of data with no programming skills required, and how to receive instant results – no waiting for reports to run!

Please note this is a paid Pre-conference training session. Only those that have purchased it during registration will be able to attend 

Speakers
avatar for Michael Kaptein

Michael Kaptein

Altus Dynamics


Wednesday January 25, 2017 8:00am - 4:15pm
Wellington Ballroom A Thompson Hotel - Lower Level

8:00am

Microsoft O365 Advanced Tips & Tricks (Additional payment & registration required)
Limited Capacity seats available

Learn advanced tips and tricks on how to best use O365's Outlook, PowerPoint, Excel and SharePoint.

Please note that this is a paid pre-conference training session. Only those that have purchased this session during registration will be able to attend. 

Wednesday January 25, 2017 8:00am - 4:15pm
Stewart Boardroom Thompson Hotel - Lower Level

1:00pm

ERP Deep Dive: Security, Permissions, and Workflows (Additional payment & registration required)
Limited Capacity seats available

Become a master of ERP! We will deep dive into ERP's security and permissions model, and you'll get a chance to learn all about workflows, from email notifications to validations.

Please note this is a paid pre-conference training session. Only those that have purchased this session will be allowed to attend. 

Speakers
avatar for Kinley Graham

Kinley Graham

Application Consultant, Altus Dynamics


Wednesday January 25, 2017 1:00pm - 4:15pm
Wellington Ballroom B Thompson Hotel - Lower Level

5:30pm

Welcome Reception
Limited Capacity full

Join us at the most unique venue in the city which is conveniently located across the street from the Thompson Hotel. You will be given a Canada Goose parka upon entering the ice bar and then can enjoy your cocktails in ice glasses. Don't worry - the entire night won't be chilly. A secret entrance takes you to the Gatsby's Tale speakeasy in the backroom where you can warm up with fondue and our annual ping pong tournament!

Wednesday January 25, 2017 5:30pm - 7:30pm
Chill Ice House 82 Bathurst St
 
Thursday, January 26
 

7:30am

Registration and Breakfast
Thursday January 26, 2017 7:30am - 8:00am
Wildflower Lounge Thompson Hotel - Lower Level

8:00am

Welcome Keynote from Altus Dynamics
Limited Capacity filling up

Speakers
avatar for Melissa Alvares

Melissa Alvares

Director of Marketing, Altus Dynamics
avatar for Colin Dickinson

Colin Dickinson

CEO, Altus Dynamics
Colin has been involved in the Social Benefit Sector for more than 25 years. He sat on the Board of his first Not-for-Profit – a Community Economic Development Initiative in Ottawa – at the tender age of 22. Moving to Toronto to attend Business School in the mid 1990s, he ran a five person NFP, the York Business Mentorship Program, aligning students with willing mentors in the Toronto Business Community. Graduating from Business... Read More →


Thursday January 26, 2017 8:00am - 8:30am
Wellington Ballroom Thompson Hotel - Lower Level

8:30am

Featured Keynote: Minister Tracy MacCharles
Limited Capacity filling up

She brings with her over 20 years of experience in human resources, accessibility and social services and will be speaking about her motivation for a career in service, how to inspire teams and how to incorporate people with disabilities into your organization.

Speakers
avatar for Tracey MacCharles

Tracey MacCharles

Tracy MacCharles is Ontario’s first-ever Minister Responsible for Accessibility with a mandate to  oversee the Province’s landmark Accessibility for Ontarians with Disabilities Act.   She is a champion for an equal and accessible Ontario, bringing advocacy, human resources and legislative experience to the position.   She has been an  advocate for those living with disabilities – serving ... Read More →


Thursday January 26, 2017 8:30am - 9:15am
Wellington Ballroom Thompson Hotel - Lower Level

9:30am

20mins with a Pro: CRM
Limited Capacity full

Get 1on1 help with CRM! There is only 1 spot at this time available.

Speakers
avatar for Irina Kon

Irina Kon

Solution Architect, Altus Dynamics


Thursday January 26, 2017 9:30am - 9:50am
Penthouse Suite Thompson Hotel - 10th floor

9:30am

Everything You Need to Know About Account Schedules
Limited Capacity filling up

Attend this session to understand what you can do with Account Schedules. Come away with knowledge that you can apply immediately to getting account schedules working for you.  

Speakers
AB

Abu Bham

Knowledge Services and Support Analyst, Altus Dynamics
avatar for Yousuf Khan

Yousuf Khan

Client Support, Altus Dynamics


Thursday January 26, 2017 9:30am - 10:30am
Wellington Ballroom B Thompson Hotel - Lower Level

9:30am

Keeping it Secure: How to Best Manage Permission Settings and Overall System Security
Limited Capacity full

Maintaining security is a key to any organization's success. Make your auditors happy by attending this session to learn about best practices for security in your ERP solution, and leave with an understanding of how to set up segregation of function in your organization.

Speakers
avatar for Rhett Williams

Rhett Williams

Sr. Application Consultant, Altus Dynamics


Thursday January 26, 2017 9:30am - 10:30am
Wellington Ballroom A Thompson Hotel - Lower Level

9:30am

How to Improve Stakeholder Engagement using Intelligent, Automated Email Marketing
Limited Capacity seats available

Join us for a discussion and live demonstration of the email marketing and marketing automation features of ClickDimensions.  We will discuss best practices for email marketing and how we can use other forms of digital communication to engage your audience.  

Speakers
avatar for Anne Zemlicka-Hayes

Anne Zemlicka-Hayes

Sales and Partner Account Manager – US/Canada East Region, ClickDimensions
Anne Zemlicka-Hayes, a Partner Account Manager with ClickDimensions, has over 8 years’ experience in technology, sales, and communications through her current role and previous roles, including Partner Management for Microsoft.  She is passionate about helping organizations increase communication with current and prospective stakeholders through multiple channels. 


Thursday January 26, 2017 9:30am - 10:30am
Stewart Boardroom Thompson Hotel - Lower Level

9:30am

Announcing NAV2017
Limited Capacity full

Attend this session to gain insight into NAV 2017 new features and capabilities. This session will focus on the new capabilities released by Microsoft for Dynamics NAV. See key features in action as we demo the exciting new functionality. 

Speakers
avatar for Teodora Buhteva

Teodora Buhteva

Product Manager, Altus Dynamics
avatar for James Faw

James Faw

CTO, Altus Dynamics


Thursday January 26, 2017 9:30am - 10:30am
Microsoft Screening Room Thompson Hotel - Lower Level

9:30am

Delivering More with Less – How to Fulfil Case Management Requirements with Reduced Funding
Limited Capacity seats available

Join us for this unique session where our panel will discuss the difficulties of managing client case information when faced with reduced funding, and how these panelists have overcome these challenges.

Moderators
avatar for Stefanie Gause

Stefanie Gause

Business Development Representative, Altus Dynamics

Speakers
avatar for Ulrike Kruger

Ulrike Kruger

Senior Application Consultant, Altus Dynamics


Thursday January 26, 2017 9:30am - 10:30am
Front Room Thompson Hotel - Main Floor

10:00am

20mins with a Pro: CRM
Limited Capacity full

Get 1on1 help with CRM! There is only 1 spot at this time available.

Speakers
avatar for Irina Kon

Irina Kon

Solution Architect, Altus Dynamics


Thursday January 26, 2017 10:00am - 10:20am
Penthouse Suite Thompson Hotel - 10th floor

10:50am

20mins with a Pro: Finance
Limited Capacity full

Get 1on1 help with Finance! There is only 1 spot at this time available.

Speakers
avatar for Rhett Williams

Rhett Williams

Sr. Application Consultant, Altus Dynamics


Thursday January 26, 2017 10:50am - 11:10am
Penthouse Suite Thompson Hotel - 10th floor

10:50am

New to CRM? Top 10 Things You Need to Know
Limited Capacity filling up

Welcome to the CRM family! Attend this session to learn about CRM and how it can improve and enhance your relationship with your customers. You'll be using CRM like a pro in no time!

Speakers
avatar for Chris Carre

Chris Carre

Solutions Engineer, Altus Dynamics


Thursday January 26, 2017 10:50am - 11:50am
Wellington Ballroom B Thompson Hotel - Lower Level

10:50am

Succession Planning, Compensation, and Benefits: Making it Easy for your HR Team
Limited Capacity seats available

Gain insight into best practices on succession planning, compensation and benefits, and different strategies on how to apply them to your solution. We promise you will leave feeling quite compensated!

Speakers
avatar for Ken Deyo

Ken Deyo

Solution Architect, Altus Dynamics
avatar for Kim Payne

Kim Payne

Application Consultant, Altus Dynamics


Thursday January 26, 2017 10:50am - 11:50am
Wellington Ballroom A Thompson Hotel - Lower Level

10:50am

Payment Processing 101 - Understanding How You Receive Donations
Limited Capacity full

Payment processing is an essential part of success in today’s nonprofit sector. From understanding the intricacies of credit card processing to spotting the differences between different fees and rates, it’s vital for nonprofits to educate themselves on the basics. In this session, we will familiarize nonprofits with the ins and outs of payment processing, as well as best practices for nonprofits to keep in mind.


Speakers
avatar for Patricia O'Connor

Patricia O'Connor

Partner Account Manager, iATS Payments
Patricia joined iATS Payments in March 2015 with a sales and tech background in industries as diverse as point-of-sale and renewable energy and as electrifying as parking payment technology! At iATS, Patricia’s sole focus is building relationships with industry leading solution providers so our non-profit clients can select the very best tools to fulfil their mission. Patricia lives in Vancouver (the best place on earth!) and loves spending... Read More →


Thursday January 26, 2017 10:50am - 11:50am
Stewart Boardroom Thompson Hotel - Lower Level

10:50am

What's New and Coming Up in Altus Finance
Limited Capacity full

Attend this session to understand new features released by Altus since last Alliance. This session will focus on Finance features and we will highlight and demonstrate key features released. We will also provide attendees with insight into the roadmap for next year.  

Speakers
avatar for Teodora Buhteva

Teodora Buhteva

Product Manager, Altus Dynamics
avatar for James Faw

James Faw

CTO, Altus Dynamics


Thursday January 26, 2017 10:50am - 11:50am
Microsoft Screening Room Thompson Hotel - Lower Level

10:50am

Thinking Outside the Piggy Bank – Creative Ways to Fundraise
Limited Capacity seats available

These panelists will discuss creative ways their organization fundraises, and how they manage these incoming funds against budgets and projects.

Moderators
avatar for Nicola Dickinson

Nicola Dickinson

Founding Partner & VP of Sales, Altus Dynamics

Speakers
avatar for Dean Carrotte

Dean Carrotte

Director of Professional Services, Altus Dynamics


Thursday January 26, 2017 10:50am - 11:50am
Front Room Thompson Hotel - Main Floor

11:30am

20mins with a Pro: Finance
Limited Capacity full

Get 1on1 help with Finance! There is only 1 spot at this time available.

Speakers
avatar for Rhett Williams

Rhett Williams

Sr. Application Consultant, Altus Dynamics


Thursday January 26, 2017 11:30am - 11:50am
Penthouse Suite Thompson Hotel - 10th floor

11:50am

Lunch Buffet
Thursday January 26, 2017 11:50am - 12:20pm
Wildflower Lounge Thompson Hotel - Lower Level

12:20pm

Customer Awards Presentation
Limited Capacity seats available

Speakers
avatar for Colin Dickinson

Colin Dickinson

CEO, Altus Dynamics
Colin has been involved in the Social Benefit Sector for more than 25 years. He sat on the Board of his first Not-for-Profit – a Community Economic Development Initiative in Ottawa – at the tender age of 22. Moving to Toronto to attend Business School in the mid 1990s, he ran a five person NFP, the York Business Mentorship Program, aligning students with willing mentors in the Toronto Business Community. Graduating from Business... Read More →
avatar for Nicola Dickinson

Nicola Dickinson

Founding Partner & VP of Sales, Altus Dynamics
avatar for James Faw

James Faw

CTO, Altus Dynamics


Thursday January 26, 2017 12:20pm - 12:50pm
Wellington Ballroom Thompson Hotel - Lower Level

1:00pm

20mins with a Pro: Finance
Limited Capacity full

Get 1on1 help with Finance! There is only 1 spot at this time available.

Speakers
avatar for Rhett Williams

Rhett Williams

Sr. Application Consultant, Altus Dynamics


Thursday January 26, 2017 1:00pm - 1:20pm
Penthouse Suite Thompson Hotel - 10th floor

1:00pm

World of Possibilities Using CRM and Portals
Limited Capacity filling up

The potential is endless for CRM and Portals! Learn how different organizations use Portals with their Dynamics CRM implementation. Understand the capabilities and scenarios of different solutions and get a sense of how they are implemented.  

Speakers
avatar for Irina Kon

Irina Kon

Solution Architect, Altus Dynamics
avatar for Paria Panahandeh

Paria Panahandeh

Application Consultant, Altus Dynamics


Thursday January 26, 2017 1:00pm - 2:00pm
Wellington Ballroom B Thompson Hotel - Lower Level

1:00pm

Tips & Tricks with Jet Reports
Limited Capacity filling up

Are you getting the most of your Jet Reports solutions? Join Jet Reports guru Janice Taylor as she shows you some of her favourite tips & tricks using Jet Reports. See your data like you’ve never seen it before!

Speakers
avatar for Janice Taylor

Janice Taylor

Owner, Jet Reports Canada
Talk to me because I am friendly! I am an accountant by profession and worked in a NFP for 13+ years providing management and board reporting. I know the challenges of getting relevant and timely data in the hands of decision makers. When I first started using Jet Reports in 2004, I was so blown away with its power that I jumped at the chance to open their Canadian offices in 2007. We have many, many customers at Altus who have been using Jet... Read More →


Thursday January 26, 2017 1:00pm - 2:00pm
Wellington Ballroom A Thompson Hotel - Lower Level

1:00pm

Getting your Board on-board: How to prove the ROI of your next technology investment.
Limited Capacity filling up

Since funds to implement new technologies are scarce in the human services sector, building a strong business case for these investments is key. Trevor, Chief Operating Officer from Robin Hood Association will share how he was able to calculate the ROI of implementing new systems at his organization, and then present them in a way to his board to get the essential funding needed to make his project a reality.

  • How to best position the advantages of upgrading your technology
  • What are all the “real” costs you have to consider
  • How to calculate your ROI and present it in an impactful way
  • Effective change management and setting up your project for success

Speakers
avatar for Nicola Dickinson

Nicola Dickinson

Founding Partner & VP of Sales, Altus Dynamics
avatar for Trevor Ducharme

Trevor Ducharme

Director of Administration, Robin Hood Association


Thursday January 26, 2017 1:00pm - 2:00pm
Stewart Boardroom Thompson Hotel - Lower Level

1:00pm

What's New and Coming Up in Altus HR & Payroll
Limited Capacity seats available

Attend this session to understand new features released by Altus since last Alliance. This session will focus on Human Resources, Payroll & Scheduling features and we will highlight and demonstrate key features released. We will also provide attendees with insight into the roadmap for next year. 

Speakers
avatar for Teodora Buhteva

Teodora Buhteva

Product Manager, Altus Dynamics
avatar for James Faw

James Faw

CTO, Altus Dynamics


Thursday January 26, 2017 1:00pm - 2:00pm
Microsoft Screening Room Thompson Hotel - Lower Level

1:00pm

Keeping up with the Ministry - Best Practice for K12 Reporting
Limited Capacity seats available

This panel of K12 finance specialists will share best practices for preparing throughout the year for Ministry reporting and how to manage changing requirements.

Moderators
avatar for Meg Wilson

Meg Wilson

Senior Sales Consultant, Altus Dynamics

Speakers
avatar for Michael Kaptein

Michael Kaptein

Altus Dynamics


Thursday January 26, 2017 1:00pm - 2:00pm
Front Room Thompson Hotel - Main Floor

1:30pm

20mins with a Pro: Finance
Limited Capacity full

Get 1on1 help with Finance! There is only 1 spot at this time available.

Speakers
avatar for Rhett Williams

Rhett Williams

Sr. Application Consultant, Altus Dynamics


Thursday January 26, 2017 1:30pm - 1:50pm
Penthouse Suite Thompson Hotel - 10th floor

2:10pm

20mins with a Pro: Tech Lab
Limited Capacity full

Get 1on1 Technical help! There is only 1 spot at this time available.

Speakers
avatar for Wilkin Shum

Wilkin Shum

Technical Consultant, Altus Dynamics


Thursday January 26, 2017 2:10pm - 2:30pm
Penthouse Suite Thompson Hotel - 10th floor

2:10pm

How to Become a Master at Budgetting, Forecasting, and Reporting
Limited Capacity full

Time to become a Finance guru! Attend this session to understand the tools available and how to best leverage them for creating budgets, managing forecasts and generating budget reporting.   

Speakers
avatar for Kinley Graham

Kinley Graham

Application Consultant, Altus Dynamics
avatar for Michael Kaptein

Michael Kaptein

Altus Dynamics


Thursday January 26, 2017 2:10pm - 3:10pm
Wellington Ballroom B Thompson Hotel - Lower Level

2:10pm

How we used WebApps to streamline our procurement process
Limited Capacity seats available

Karen will share her experience in implementing WebApps at the Legislative Assembly of Ontario and how it improved their procurement processes.


Speakers
avatar for Karen Bieri

Karen Bieri

Director of Purchasing, Legislative Assembly of Ontario
Over the last 25 years, Karen Bieri has worked for various levels of Government, currently she is the Director of Purchasing & Operations. Karen is a Certified Supply Chain Management Professional. She has worked on a variety of projects ensuring the procurement requirements are met. She has won several awards for her procurement work on public work projects as well has published an article on options when looking at procurement of long... Read More →


Thursday January 26, 2017 2:10pm - 3:10pm
Wellington Ballroom A Thompson Hotel - Lower Level

2:10pm

Accelerating Your HR Processes with Forms Automation and Case Management
Limited Capacity full

Take the hassle and time-delays out of your hiring process and employee file management. Accelerate your HR processes with completely automated HR forms management, while using your current form templates. Join ImageTag for this interactive session, featuring real-world scenarios, to learn how other companies like yours fix broken and manual processes, like employee onboarding and HR form and file management.

Attend this session to learn how:
• To use your current employee form templates and automate the related document management
• All employees can access and use the latest forms from their own applications, i.e. Word, Excel, Outlook, Adobe
• Managers and HR staff can quickly see all employee records in a single view, regardless of source

Join the conversation and see first-hand how other companies have put process automation to work and recovered countless hours, reduced errors and gained ongoing efficiencies.

Thursday January 26, 2017 2:10pm - 3:10pm
Stewart Boardroom Thompson Hotel - Lower Level

2:10pm

What's New and Coming Up in CRM (including BI)
Limited Capacity filling up

With Dynamics CRM organizations now have a wealth of new functionality within the core solution. Come and see the new tools that can help to increase efficiency, reduce customization, and improve user adoption. 

Speakers
avatar for Chris Carre

Chris Carre

Solutions Engineer, Altus Dynamics


Thursday January 26, 2017 2:10pm - 3:10pm
Microsoft Screening Room Thompson Hotel - Lower Level

2:10pm

Do the Shuffle – How to Manage Unexpected Changes in Scheduling and find Accredited Client Workers
Limited Capacity seats available

This panel of human services organizations will discuss how they use the Altus system to manage scheduling changes and maintain an effective and accredited workforce.

Moderators
avatar for Stefanie Gause

Stefanie Gause

Business Development Representative, Altus Dynamics

Speakers
avatar for James Faw

James Faw

CTO, Altus Dynamics


Thursday January 26, 2017 2:10pm - 3:10pm
Front Room Thompson Hotel - Main Floor

2:40pm

20mins with a Pro: Tech Lab
Limited Capacity full

Get 1on1 Technical help! There is only 1 spot at this time available.

Speakers
avatar for Wilkin Shum

Wilkin Shum

Technical Consultant, Altus Dynamics


Thursday January 26, 2017 2:40pm - 3:00pm
Penthouse Suite Thompson Hotel - 10th floor

3:30pm

20mins with a Pro: Finance
Limited Capacity full

Get 1on1 help with Finance! There is only 1 spot at this time available.

Speakers
avatar for Kinley Graham

Kinley Graham

Application Consultant, Altus Dynamics


Thursday January 26, 2017 3:30pm - 3:50pm
Penthouse Suite Thompson Hotel - 10th floor

3:30pm

New to NAV? Top 10 Things You Need to Know
Limited Capacity full

New to NAV? You're in for a treat. Come and learn all about NAV and how it can impact your organization. You'll learn how to master NAV and make your life easier for all things Finance, HR, and Payroll!

Speakers
avatar for Inga Bagrinceve

Inga Bagrinceve

Application Consultant, Altus Dynamics


Thursday January 26, 2017 3:30pm - 4:30pm
Wellington Ballroom B Thompson Hotel - Lower Level

3:30pm

Undiscovered Use Cases for CRM: How TVO Has Thought (and Acted) Outside the Box with Microsoft Dynamics CRM
Limited Capacity seats available

As the technological extension of Ontario’s public education system, TVO’s vision is to create a better world through the power of learning. TVO provides learning opportunities for Ontarians through innovative educational products, in-depth current affairs, ground breaking documentaries, and award-winning TVOKids resources both inside and outside the classroom. TVO is funded primarily by the Province of Ontario and is a registered charity supported by sponsors and thousands of donors. As a publicly funded organization, TVO is very careful with its technology capital expenditures which has led to some creative uses of commercial-off-the-shelf software applications. TVO has leveraged their Microsoft Dynamics CRM to support some interesting business use cases. Join Marj Cromb from TVO’s IT division as she takes you on a tour of TVO’s CRM use cases. 


Speakers
avatar for Marj Cromb

Marj Cromb

Marj Cromb is a 25+ year veteran at TVO, having worked in television production (in front of- and behind the camera), marketing, sales, product licensing, philanthropy, product management, business process engineering and finally finding her “forever home” in IT. Marj leads a team of developers, project managers and business process engineers that is accountable for internal business systems and processes for TVO, the technological... Read More →


Thursday January 26, 2017 3:30pm - 4:30pm
Wellington Ballroom A Thompson Hotel - Lower Level

3:30pm

Project Success begins with Project Management
Limited Capacity filling up

Join us in this session to learn how Project Management can help make your projects more successful and learn some very interesting project management facts and myths that might surprise you.

Speakers
avatar for Mohammed Mashal

Mohammed Mashal

Project Manager, Altus Dynamics


Thursday January 26, 2017 3:30pm - 4:30pm
Stewart Boardroom Thompson Hotel - Lower Level

3:30pm

What's New and Coming Up in Donor Engage
Limited Capacity seats available

Check out how Donor Engage can help you increase donors, boost retention, convert constituents and improve fundraising effectiveness. 

Speakers
avatar for Chris Carre

Chris Carre

Solutions Engineer, Altus Dynamics
DP

David Popovich

CRM Product Manager, Altus Dynamics


Thursday January 26, 2017 3:30pm - 4:30pm
Microsoft Screening Room Thompson Hotel - Lower Level

3:30pm

From Stormy Skies to Cloud Nine – How moving to the Cloud has Impacted my Organization
Limited Capacity filling up

This panel of clients who are currently on the cloud will share and discuss their experience moving to the cloud, including topics such as security, privacy, and technical considerations.

Moderators
avatar for Colin Dickinson

Colin Dickinson

CEO, Altus Dynamics
Colin has been involved in the Social Benefit Sector for more than 25 years. He sat on the Board of his first Not-for-Profit – a Community Economic Development Initiative in Ottawa – at the tender age of 22. Moving to Toronto to attend Business School in the mid 1990s, he ran a five person NFP, the York Business Mentorship Program, aligning students with willing mentors in the Toronto Business Community. Graduating from Business... Read More →

Speakers
avatar for Wilkin Shum

Wilkin Shum

Technical Consultant, Altus Dynamics


Thursday January 26, 2017 3:30pm - 4:30pm
Front Room Thompson Hotel - Main Floor

4:00pm

20mins with a Pro: Finance
Limited Capacity full

Get 1on1 help with Finance! There is only 1 spot at this time available.

Speakers
avatar for Kinley Graham

Kinley Graham

Application Consultant, Altus Dynamics


Thursday January 26, 2017 4:00pm - 4:20pm
Penthouse Suite Thompson Hotel - 10th floor

4:45pm

Technology Cocktail Mixer
Limited Capacity seats available

Wind down the first day of training at our Technology Cocktail Mixer in the Thompson Hotel's exclusive Wildflower lounge. We'll have some of our amazing technology partners there showcasing their latest innovations plus each will have a unique cocktail and appetizer for you to try. We will also be giving away a ton of cool prizes at the event, so you'll for sure not want to miss it!

Thursday January 26, 2017 4:45pm - 6:30pm
Wildflower Lounge Thompson Hotel - Lower Level

6:30pm

Industry Networking Dinners
This brand new restaurant in the Thompson Hotel is the perfect place to network with your peers. Each large cooking area seats 20 people, and we will group you with others working in your industry so that you can share best practices with each other. Enjoy a delicious meal cooked right in front of you, while catching up with old friends and new. As this event is optional, there is an additional $25 ticket that must be purchased in advance.

Thursday January 26, 2017 6:30pm - 8:30pm
Hibachi Thompson Hotel Main Floor
 
Friday, January 27
 

7:30am

Breakfast Buffet
Friday January 27, 2017 7:30am - 8:15am
Wildflower Lounge Thompson Hotel - Lower Level

8:15am

Featured Keynote: Measure It! Turning Data into Dollars
Limited Capacity filling up

In this high-energy, 45-minute keynote, Sheri Chaney Jones will present the importance of developing a high-performance culture for greater overall organizational impact.  Inspiring research from Impact & Excellence will be shared around how social sector organizations who establish these goals are more successful at achieving impact and raising more dollars. The goal will be to present the ideal “mindset” for the day. Participants will learn that this is fun, can be accomplished with any size organization, and will lead to positive results. I’ll share practical strategies that will allow volunteer coordinators and social sector leaders use data to increase revenues, strengthen relationships with funders, engage more volunteers, and prove their social return on investment and impact to the world.  

Participants will:

  • Discover how to use data and outcomes to increase effective operations and generate new sources of partnerships and funding.
  • Define success measures and learn proven strategies to effectively measure impact and outcomes.
  • Move toward the creation of solid organizational structures that are the foundation of performance cultures.

This keynote is perfect for nonprofit leaders who are looking to:

  • Improve their quantifiable measures of outcome and impact
  • Clarify where to start, how to best measure impact, and how to demonstrate an organization’s value beyond money raised and/or profit
  • Prove how an organization is changing lives and circumstances 
  • Quantify outcomes to attract more volunteers, donors and grant dollars
  • Understand the numbers to focus on to effectively manage operations

Speakers
avatar for Sheri Chaney Jones

Sheri Chaney Jones

For over 15 years, Sheri Chaney Jones has improved government agencies, nonprofits, and small businesses through the use of performance management, evaluation, and organizational behavior best practices. Her experience and expertise has transformed measurement cultures and as a result, saved public dollars, improved outcomes, demonstrated effectiveness, and increased revenues. By developing a measurement culture and using data collection and... Read More →


Friday January 27, 2017 8:15am - 9:00am
Wellington Ballroom Thompson Hotel - Lower Level

9:15am

20mins with a Pro: Finance
Limited Capacity full

Get 1on1 help with Finance! There is only 1 spot at this time available.

Speakers
avatar for Kinley Graham

Kinley Graham

Application Consultant, Altus Dynamics


Friday January 27, 2017 9:15am - 9:35am
Penthouse Suite Thompson Hotel - 10th floor

9:15am

HR Web Apps Best Practices to Keep Your Employees Happy
Limited Capacity seats available

A happy user is a happy employee! My Profile, Absence Requests, HR Requests, Manager Self Service...and more. Learn all about how to use WebApps for HR/Payroll in order to improve employee satisfaction!

Speakers
avatar for Victor Bacho

Victor Bacho

Senior Application Consultant, Altus Dynamics


Friday January 27, 2017 9:15am - 10:15am
Wellington Ballroom B Thompson Hotel - Lower Level

9:15am

Finance WebApps Best Practices to Help You Increase Productivity Like a Rock Star
Limited Capacity full

Get creative with WebApps! Purchase Requisitions, Purchase Orders & Receiving, Financial Analysis, Payment Request and Expense Request are all solutions that increase productivity. Come away with insight into how to use these solutions to generate greater efficiencies and accountability!

Speakers
avatar for Rhett Williams

Rhett Williams

Sr. Application Consultant, Altus Dynamics


Friday January 27, 2017 9:15am - 10:15am
Wellington Ballroom A Thompson Hotel - Lower Level

9:15am

Social Media 101 for NonProfits
Limited Capacity filling up

In the years since social media first burst onto the online scene, this avenue of communication has only grown in importance. It's not just used by people for reconnecting with old friends anymore. In fact, Nonprofit, Human Services and Education organizations use platforms such as Facebook, Twitter and Instagram to market their organizations to the public. With that said, social media is still a newer avenue nonprofits can use to reach donors, and it's not enough to merely set up a Facebook page or Twitter account. This session will cover the basics as well as provide some cool new ideas taking advantage of the newest social media features.

Speakers
avatar for Cait Abernethy

Cait Abernethy

Marketing Coordinator, Altus Dynamics


Friday January 27, 2017 9:15am - 10:15am
Stewart Boardroom Thompson Hotel - Lower Level

9:15am

What's New and Coming Up in Case Management
Limited Capacity seats available

The latest solution from Altus Dynamics helps to manage all client data within a single database. Medical, contact, services, and program data can be stored and connected within Dynamics CRM, reducing the Excel and paper based processes currently in place. 

Speakers
avatar for Chris Carre

Chris Carre

Solutions Engineer, Altus Dynamics
DP

David Popovich

CRM Product Manager, Altus Dynamics


Friday January 27, 2017 9:15am - 10:15am
Microsoft Screening Room Thompson Hotel - Lower Level

9:15am

Capitalizing on Culture – How to Rethink Employee Engagement, Regardless of Age
Limited Capacity seats available

In this town hall-style discussion, the client panel will discuss best practices when it comes to continuously engaging employees regardless of their age, as well as how to use technology to improve employee acquisition and retention.

Moderators
avatar for Melissa Alvares

Melissa Alvares

Director of Marketing, Altus Dynamics

Speakers
avatar for Cait Abernethy

Cait Abernethy

Marketing Coordinator, Altus Dynamics


Friday January 27, 2017 9:15am - 10:15am
Front Room Thompson Hotel - Main Floor

9:40am

20mins with a Pro: Finance
Limited Capacity full

Get 1on1 help with Finance! There is only 1 spot at this time available.

Speakers
avatar for Kinley Graham

Kinley Graham

Application Consultant, Altus Dynamics


Friday January 27, 2017 9:40am - 10:00am
Penthouse Suite Thompson Hotel - 10th floor

10:30am

20mins with a Pro: HR/Payroll
Limited Capacity seats available

Get 1on1 help with HR/Payroll! There is only 1 spot at this time available.

Speakers
avatar for Victor Bacho

Victor Bacho

Senior Application Consultant, Altus Dynamics


Friday January 27, 2017 10:30am - 10:50am
Penthouse Suite Thompson Hotel - 10th floor

10:30am

Best Practices: Introducing EFT to your Organization
Limited Capacity seats available

What is EFT? Attend this session to learn about EFT with Email Remittances and come away with a plan to get it up and running in your organization.   

Speakers
avatar for Kinley Graham

Kinley Graham

Application Consultant, Altus Dynamics


Friday January 27, 2017 10:30am - 11:30am
Wellington Ballroom B Thompson Hotel - Lower Level

10:30am

Advanced CRM Tips and Tricks
Limited Capacity seats available

Learn tips and tricks for getting the most out of Dynamics CRM!  We will cover some ideas for both user and administrator features.      

Speakers
avatar for Irina Kon

Irina Kon

Solution Architect, Altus Dynamics


Friday January 27, 2017 10:30am - 11:30am
Wellington Ballroom A Thompson Hotel - Lower Level

10:30am

How to Plan a Pain-Free Upgrade or Transition to the Cloud
Limited Capacity filling up

With the fast innovative pace of todays technology, you are likely to upgrade every 2 to 3 years. Attend this session to determine the right timing, the right go forward plan and what upgrade option will work best for your organization. Both the Evergreen upgrade plan and the traditional upgrade method will be discussed.  

Speakers
avatar for Diana Budreau

Diana Budreau

Client Success Director, Altus Dynamics


Friday January 27, 2017 10:30am - 11:30am
Stewart Boardroom Thompson Hotel - Lower Level

10:30am

What's New and Coming Up in Altus Reporting and BI
Limited Capacity filling up

Attend this session to see what is new since last Alliance for Reporting packages including the new K12 Reporting Pack, as well as Altus Analytics and Power BI.  We will highlight new features, demo key items, and talk about what we are working on next.


Speakers
avatar for James Faw

James Faw

CTO, Altus Dynamics
avatar for Michael Kaptein

Michael Kaptein

Altus Dynamics


Friday January 27, 2017 10:30am - 11:30am
Microsoft Screening Room Thompson Hotel - Lower Level

10:30am

Sidestepping Sinkholes – Common Nonprofit Cash Flow Issues and How to Avoid Them
Limited Capacity seats available

These non-profit panelists will discuss best practices for managing common cash flow issues in order to lower financial risks within your organization.

Moderators
avatar for Nicola Dickinson

Nicola Dickinson

Founding Partner & VP of Sales, Altus Dynamics

Speakers
avatar for Rhett Williams

Rhett Williams

Sr. Application Consultant, Altus Dynamics


Friday January 27, 2017 10:30am - 11:30am
Front Room Thompson Hotel - Main Floor

11:00am

20mins with a Pro: HR/Payroll
Limited Capacity full

Get 1on1 help with HR/Payroll! There is only 1 spot at this time available.

Speakers
avatar for Victor Bacho

Victor Bacho

Senior Application Consultant, Altus Dynamics


Friday January 27, 2017 11:00am - 11:20am
Penthouse Suite Thompson Hotel - 10th floor

11:40am

20mins with a Pro: Finance
Limited Capacity full

Get 1on1 help with Finance! There is only 1 spot at this time available.

Speakers
avatar for Kinley Graham

Kinley Graham

Application Consultant, Altus Dynamics


Friday January 27, 2017 11:40am - 12:00pm
Penthouse Suite Thompson Hotel - 10th floor

11:40am

Advanced NAV Tips & Tricks
Limited Capacity filling up

Back by popular demand, attend this session to learn tips and tricks for getting the most out of your ERP solution.  We will cover some ideas for both user and administrator features.      

Speakers
avatar for Rhett Williams

Rhett Williams

Sr. Application Consultant, Altus Dynamics


Friday January 27, 2017 11:40am - 12:40pm
Wellington Ballroom B Thompson Hotel - Lower Level

11:40am

New to NAV? Top 10 Things You Need to Know
Limited Capacity seats available

New to NAV? You're in for a treat. Come and learn all about NAV and how it can impact your organization. You'll learn how to master NAV and make your life easier for all things Finance, HR, and Payroll!

Speakers
avatar for Inga Bagrinceve

Inga Bagrinceve

Application Consultant, Altus Dynamics


Friday January 27, 2017 11:40am - 12:40pm
Microsoft Screening Room Thompson Hotel - Lower Level

11:40am

Attendance & Absences: How to Best Keep Track of the Comings and Goings of Your Employees
Limited Capacity seats available

Learn how best to leverage all of the features in our solution for tracking employee absences, balances, requests and approvals.   Get inspired with some ideas for how to gain insight into your employee absence data. This is one session you won't want to be absent for!

Speakers
avatar for Ken Deyo

Ken Deyo

Solution Architect, Altus Dynamics


Friday January 27, 2017 11:40am - 12:40pm
Wellington Ballroom A Thompson Hotel - Lower Level

11:40am

How to Use Growth-Driven Design to Continually Improve your System
Limited Capacity seats available

Growth-Driven design is a new buzz term in website development. It's a smarter, agile and data-driven approach that improves your website over time. This approach can also be applied to your CRM system! By making smaller, continual improvements to your CRM system you'll be able to better budget, plan and execute new initiatives.

Speakers
avatar for Melissa Alvares

Melissa Alvares

Director of Marketing, Altus Dynamics
avatar for Dean Carrotte

Dean Carrotte

Director of Professional Services, Altus Dynamics


Friday January 27, 2017 11:40am - 12:40pm
Stewart Boardroom Thompson Hotel - Lower Level

11:40am

Tackling Transformations - How to Lead Successful Change Management Projects and Ensure User Adoption
Limited Capacity filling up

This panel-style discussion will address how clients have successfully managed changes within their organization, best practices for helping these projects run smoothly from start to finish, and how to ensure widespread user adoption.


Moderators
avatar for Dhebi Hay

Dhebi Hay

Client Success Representative, Altus Dynamics
Client success: helping our clients reach their maximum potential in an ever changing world.

Speakers
avatar for Angela Maron

Angela Maron

Knowledge Services & Support Manager


Friday January 27, 2017 11:40am - 12:40pm
Front Room Thompson Hotel - Main Floor

12:10pm

20mins with a Pro: Finance
Limited Capacity full

Get 1on1 help with Finance! There is only 1 spot at this time available.

Speakers
avatar for Kinley Graham

Kinley Graham

Application Consultant, Altus Dynamics


Friday January 27, 2017 12:10pm - 12:30pm
Penthouse Suite Thompson Hotel - 10th floor

1:00pm

Wrap up Keynote
Speakers
avatar for Colin Dickinson

Colin Dickinson

CEO, Altus Dynamics
Colin has been involved in the Social Benefit Sector for more than 25 years. He sat on the Board of his first Not-for-Profit – a Community Economic Development Initiative in Ottawa – at the tender age of 22. Moving to Toronto to attend Business School in the mid 1990s, he ran a five person NFP, the York Business Mentorship Program, aligning students with willing mentors in the Toronto Business Community. Graduating from Business... Read More →


Friday January 27, 2017 1:00pm - 1:15pm
Wellington Ballroom Thompson Hotel - Lower Level

1:30pm

Customer Advisory Board Meeting for Members
If you are a member of our 2017/2018 Customer Advisory Board you will have received an meeting invitation with information on what room you should be going to for your specific working group's session. Lunch will be provided.

If you are interested in joining the CAB and participating is this session please email dhay@altusdynamics.com 

Speakers
avatar for Diana Budreau

Diana Budreau

Client Success Director, Altus Dynamics
avatar for Teodora Buhteva

Teodora Buhteva

Product Manager, Altus Dynamics
avatar for James Faw

James Faw

CTO, Altus Dynamics
DP

David Popovich

CRM Product Manager, Altus Dynamics


Friday January 27, 2017 1:30pm - 3:00pm
TBA